IHWM
Iron Horse Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
14,974
-721
| -5% | -$28.1K | 0.17% | 27 |
|
|
2025
Q1 | $620K | Sell |
15,695
-1,515
| -9% | -$59.8K | 0.2% | 25 |
|
|
2024
Q4 | $721K | Sell |
17,210
-24
| -0.1% | -$1.01K | 0.24% | 22 |
|
|
2024
Q3 | $715K | Buy |
17,234
+1,470
| +9% | +$61K | 0.24% | 21 |
|
|
2024
Q2 | $637K | Sell |
15,764
-820
| -5% | -$33.2K | 0.24% | 20 |
|
|
2024
Q1 | $676K | Sell |
16,584
-6,482
| -28% | -$264K | 0.27% | 17 |
|
|
2023
Q4 | $910K | Sell |
23,066
-48
| -0.2% | -$1.89K | 0.4% | 17 |
|
|
2023
Q3 | $899K | Sell |
23,114
-2,727
| -11% | -$106K | 0.44% | 18 |
|
|
2023
Q2 | $1.06M | Sell |
25,841
-161,787
| -86% | -$6.64M | 0.52% | 17 |
|
|
2023
Q1 | $7.6M | Buy |
187,628
+10,962
| +6% | +$444K | 3.8% | 12 |
|
|
2022
Q4 | $6.96M | Buy |
176,666
+111,058
| +169% | +$4.37M | 3.75% | 12 |
|
|
2022
Q3 | $2.5M | Sell |
65,608
-105,149
| -62% | -$4.01M | 3.61% | 13 |
|
|
2022
Q2 | $7.29M | Buy |
170,757
+14,848
| +10% | +$634K | 4.15% | 11 |
|
|
2022
Q1 | $7.72M | Buy |
155,909
+16,112
| +12% | +$798K | 4.24% | 10 |
|
|
2021
Q4 | $7.06M | Buy |
139,797
+33,655
| +32% | +$1.7M | 3.97% | 13 |
|
|
2021
Q3 | $5.15M | Buy |
106,142
+9,434
| +10% | +$458K | 3.19% | 14 |
|
|
2021
Q2 | $4.74M | Buy |
96,708
+43,705
| +82% | +$2.14M | 3.13% | 14 |
|
|
2021
Q1 | $2.54M | Buy |
53,003
+4,512
| +9% | +$216K | 1.9% | 16 |
|
|
2020
Q4 | $2.25M | Buy |
+48,491
| New | +$2.25M | 1.8% | 16 |
|